Keep voice follow-up notes with the right HubSpot record
Record the important follow-up context in HubSpot so the next conversation starts with the details close at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
Follow-up context gets lost between voice notes, email, and the CRM, making the next customer conversation harder to pick up.
- Keep follow-up context with CRM records.
- Avoid retyping meeting or call notes.
- Make missing associations clear for review.
Setup
Build it in a few focused steps.
- 1Connect Aivoov and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create HubSpot email engagement records from submitted follow-up notes and associate them only when valid record details are available.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real follow-up note and check the HubSpot record.
Questions about this workflow
Does creating this record send an email?
No. This HubSpot action creates email objects for record-keeping; it does not send email.
What details are needed for an association?
HubSpot requires valid existing record IDs and association type IDs. Provide them or ask Notis to report when they are unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aivoov to Hubspot. A trigger fires from one place; an action lands in another.
Aivoov triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Aivoov and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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